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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Mar 17, 2021

We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own challenges, and of course, rewards. 

From soft skills like trust and sensitivity to having deep technical expertise, specific requirements are needed to serve the special needs community. Alex, Neil, Todd, and Matthew share their individual approaches to working within this niche. Some adjust their payment structures and service models to serve their clients better, while others have developed particular marketing techniques that resonate with this community. They also touch on the importance of staying up to date on the ever-evolving nuances within the special needs space and how you should be ready to speak the language of your clients, meeting them where they are.

If you’re interested in working with the special needs community, or just hearing what it’s all about, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/299     

 

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